Pragmatic Excel - Automating Financial Statements

As an alternative to building cumbersome accounting worksheets for each month of the year, Excel expert David Ringstrom, CPA, explains how to use Excel functions, including VLOOKUP, OFFSET, and SUM, to quickly create accounting reports that allow you to switch to any reporting period with ...

On demand, 2 hour(s)

$99 ($199)

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Course Description

Who Would Be Interested in This Course:

Practitioners who will benefit from learning how to create monthly financial statements more effectively in Excel.

 

Topics Covered:

 •      Creating an in-cell list by way of Excel’s Data Validation feature.

 •      Improving the integrity of spreadsheets with Excel’s VLOOKUP function.

 •      Discovering how to incorporate Check Figures and Alarms into your work.

 •      Overcoming VLOOKUP’s quirks by using SUMIF to look up numeric values.

 •      Using Excel’s VLOOKUP function to look up an item description based on an input provided by the user.

 •      Using Conditional Formatting to draw attention to reports that don’t balance to the source data.

 •      Learning a simple design technique that greatly improves the integrity of Excel’s SUM function.

 •      Learning why, in many cases, you should export reports intended for spreadsheet analysis to a .CSV file instead of an Excel workbook.

 •      Seeing how to use the Trusted Document feature in Excel 2010 and later to suppress the Data Connection security prompt.

 

Learning Objectives:

·     Define how to create accounting reports for any month of the year on a single worksheet.

·     Apply Excel’s OFFSET function to isolate monthly amounts and sum YTD amounts.

·     Recall how the VLOOKUP function can be used to look up an item description based on user input.

 

Level:

Intermediate

 

Format:

On-Demand Webcast

 

Instructional Method:

Self-Study

 

Program Prerequisites:

Experience Working with Excel Spreadsheets Recommended

 

Advance Preparation:

None


Course Walkthrough

  • Course: Pragmatic Excel - Automating Financial Statements
  • CPD Quiz
  • Slides: Pragmatic Excel - Automating Financial Statements
  • Sample File: Pragmatic Excel - Automating Financial Statements
  • Pragmatic Excel - Automating Financial Statements - Participant Q&A
  • Feedback / comments
  • Certificate: Pragmatic Excel - Automating Financial Statements

About the Instructor(s)

Picture of David Ringstrom
David Ringstrom